TwinBeech Capital’s Datadog DDOG Stock Holding History

TwinBeech Capital’s Portfolio DDOG Stock Details DDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.47M	Sell	20,915 -44,716	-68%	-$5.52M	0.26%	123
2025 Q4	$8.93M	Buy	+65,631	New	+$10.4M	0.63%	41
2025 Q2	–	Sell	-18,768	Closed	-$1.86M	–	717
2025 Q1	$1.86M	Buy	+18,768	New	+$2.37M	0.03%	404
2024 Q3	–	Sell	-229,855	Closed	-$29.8M	–	717
2024 Q2	$29.8M	Buy	229,855 +193,164	+526%	+$23.4M	0.59%	53
2024 Q1	$4.54M	Sell	36,691 -492,452	-93%	-$61.9M	0.09%	225
2023 Q4	$64.2M	Buy	+529,143	New	+$54.5M	1.04%	12
2023 Q3	–	Sell	-279,355	Closed	-$27.5M	–	689
2023 Q2	$27.5M	Buy	+279,355	New	+$23.4M	0.54%	48
2022 Q4	–	Sell	-352,316	Closed	-$31.3M	–	742
2022 Q3	$31.3M	Buy	+352,316	New	+$35.5M	0.83%	23
2022 Q2	–	Sell	-140,868	Closed	-$21.3M	–	550
2022 Q1	$21.3M	Buy	+140,868	New	+$20.6M	0.94%	25
2021 Q4	–	Sell	-28,347	Closed	-$4.01M	–	612
2021 Q3	$4.01M	Buy	+28,347	New	+$3.58M	0.28%	105
2021 Q2	–	Sell	-53,152	Closed	-$4.43M	–	474
2021 Q1	$4.43M	Buy	+53,152	New	+$5.12M	0.65%	37
2020 Q3	–	Sell	-30,299	Closed	-$2.63M	–	466
2020 Q2	$2.63M	Buy	+30,299	New	+$1.84M	0.58%	50

Other funds holding DDOG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

TwinBeech Capital's DDOG Position: Q1 2026 in Review

TwinBeech Capital reduced its Datadog (DDOG) stake by 68% in Q1 2026, selling an estimated $5.52M and leaving 20,915 shares worth $2.47M. The position accounts for 0.26% of the portfolio, ranked #123.

TwinBeech Capital first reported a position in DDOG in Q2 2020 and has held it in 12 quarters since. The position peaked at $64.2M in Q4 2023. 1,052 funds tracked by Wall St. Rank hold DDOG as of Q1 2026.

TwinBeech Capital held 20,915 shares of Datadog worth $2.47M as of Q1 2026.
TwinBeech Capital sold 44,716 Datadog shares in Q1 2026, an estimated $5.52M.
Datadog made up 0.26% of TwinBeech Capital's portfolio in Q1 2026, its #123 holding.
TwinBeech Capital first reported a position in Datadog in Q2 2020 and has held it in 12 quarters since.
TwinBeech Capital's Datadog position peaked at $64.2M in Q4 2023.
1,052 funds tracked by Wall St. Rank held Datadog as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.